论坛 › 山东 › AI 算力龙头股六强：谁将引领将来？

f9yx0du 发表于 2024-9-28 02:31:43

AI 算力龙头股六强：谁将引领将来？

    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">文 | 温柔西柚</span></strong></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">编辑 | 温柔西柚</span></strong></p>
    <div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-axegupay5k/be796b57ec0b4f5db9ce2f27522ce174~noop.image?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1727404260&amp;x-signature=qweZUi7NyzSf5VVcBx7goLq%2B2tU%3D" style="width: 50%; margin-bottom: 20px;"></div>
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    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">“CGPT”这个词，<strong style="color: blue;"><span style="color: black;">估计<span style="color: black;">大众</span>耳朵都听出茧子了吧？这股科技旋风刮起来</span></strong>，还真有点势不可挡的意思，<strong style="color: blue;"><span style="color: black;"><span style="color: black;">这不</span></span></strong>，连带着“AI算力”<span style="color: black;">亦</span><span style="color: black;">成为了</span>热词，股市里<span style="color: black;">更加是</span>热闹非凡</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">说白了，<strong style="color: blue;"><span style="color: black;"><span style="color: black;">无</span>强大的算力支撑</span></strong>，再聪明的AI<span style="color: black;">亦</span>只能是“纸上谈兵”，这就好比一辆超级跑车，<strong style="color: blue;"><span style="color: black;"><span style="color: black;">光有酷炫的外形可不行</span></span></strong>，还得有顶级的发动机<span style="color: black;">才可</span>发挥出真正的实力</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">那样</span>，在这场AI算力的比拼中，<strong style="color: blue;"><span style="color: black;"><span style="color: black;"><span style="color: black;">到底</span>有<span style="color: black;">那些</span>“选手”值得<span style="color: black;">咱们</span>关注呢？今天</span></span></strong>，<strong style="color: blue;"><span style="color: black;"><span style="color: black;">咱们就来聊聊国内AI算力<span style="color: black;">行业</span>的“六大<span style="color: black;">能手</span>”</span></span></strong>，<span style="color: black;">瞧瞧</span>谁更有可能<span style="color: black;">作为</span><span style="color: black;">最后</span>的赢家</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">首要</span>登场的是咱们的“服务器一哥”——浪潮信息</strong>，这家<span style="color: black;">机构</span>在服务器市场可是占据了半壁江山，技术实力自然没的说，<strong style="color: blue;"><span style="color: black;">人家在AI服务器<span style="color: black;">行业</span><span style="color: black;">亦</span>是早早布局</span></strong>，<span style="color: black;">累积</span>了不少经验，<strong style="color: blue;"><span style="color: black;">网友“科技迷小王”就<span style="color: black;">暗示</span>：“我看好浪潮信息</span></strong>，毕竟人家是老牌劲旅实力摆在那儿！”</p>
    <div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/0f98682ec4df46bd9aa7476011457fcb~noop.image?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1727404260&amp;x-signature=270De%2FG%2FEROO4Y9NnPw16mGveao%3D" style="width: 50%; margin-bottom: 20px;">
      <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">照片</span><span style="color: black;">源自</span>于网络</p>
    </div>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">挑战者<span style="color: black;">亦</span>不甘示弱，这不，<strong style="color: blue;"><span style="color: black;">专注于自主<span style="color: black;">开发</span>CPU的龙芯中科就喊出了“国产芯</span></strong>，强国梦”的口号，要<span style="color: black;">晓得</span>，芯片可是信息产业的“心脏”，<span style="color: black;">把握</span>了芯片技术，<strong style="color: blue;"><span style="color: black;"><span style="color: black;">就等于<span style="color: black;">把握</span>了主动权</span></span></strong>，网友“爱国青年小李”就力挺龙芯中科：“支持国产芯片打破国外垄断！”</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">除了这两位，<strong style="color: blue;"><span style="color: black;">还有专注于高性能计算和云计算的中科曙光</span></strong>，<strong style="color: blue;"><span style="color: black;">在芯片和网络设备<span style="color: black;">行业</span>深耕<span style="color: black;">数年</span>的紫光股份</span></strong>，以及专注于AI芯片<span style="color: black;">开发</span>的寒武纪，这些<span style="color: black;">机构</span>个个实力不俗，都在AI算力<span style="color: black;">行业</span>占据了一席之地</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">要说到“<span style="color: black;">百姓</span>度”最高的，还得是科大讯飞，这家<span style="color: black;">机构</span>凭借着领先的语音识别和自然语言处理技术，早就走进了千家万户，<strong style="color: blue;"><span style="color: black;"><span style="color: black;">从智能语音助手到AI翻译</span></span></strong>，<strong style="color: blue;"><span style="color: black;">科大讯飞的<span style="color: black;">制品</span><span style="color: black;">已然</span>深入到了<span style="color: black;">咱们</span>生活的方方面面</span></strong>，网友“数码达人小张”就说：“科大讯飞的语音识别技术确实牛我<span style="color: black;">始终</span>在用<span style="color: black;">她们</span>的翻译软件！”</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">六位“选手”各有千秋</strong>，<strong style="color: blue;"><span style="color: black;"><span style="color: black;">竞争<span style="color: black;">亦</span><span style="color: black;">反常</span>激烈</span></span></strong>，<span style="color: black;">那样</span>，谁能在<span style="color: black;">将来</span>的AI算力市场中拔得头筹呢？这就得看<span style="color: black;">她们</span>在技术<span style="color: black;">开发</span>、市场拓展、生态建设等方面的综合实力了</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">其实</strong>，这场AI算力的比拼，<strong style="color: blue;"><span style="color: black;"><span style="color: black;"><span style="color: black;">不仅</span>是几家<span style="color: black;">机构</span>之间的较量</span></span></strong>，<strong style="color: blue;"><span style="color: black;">更关乎着中国在人工智能<span style="color: black;">行业</span>的<span style="color: black;">将来</span>发展</span></strong>，谁<span style="color: black;">把握</span>了更强大的算力，谁就<span style="color: black;">把握</span>了人工智能时代的主动权</p>
    <div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/ae29d374bbe54e69b13547e043953c2b~noop.image?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1727404260&amp;x-signature=sxbIQpndyq6FM0sSpD79SqTNOOw%3D" style="width: 50%; margin-bottom: 20px;">
      <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">照片</span><span style="color: black;">源自</span>于网络</p>
    </div>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">就像网友“<span style="color: black;">将来</span>展望者”说的那样：“AI算力是<span style="color: black;">将来</span>科技的制高点，我们必须<span style="color: black;">霸占</span>这个制高点！”他的话语中充满了期待和自豪，<span style="color: black;">亦</span><span style="color: black;">表率</span>了许多网友的心声</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">亦</span>有人持<span style="color: black;">区别</span>的观点</strong>，<strong style="color: blue;"><span style="color: black;">网友“冷静分析师”就认为：“<span style="color: black;">此刻</span>谈论谁是<span style="color: black;">最后</span>赢家还为时尚早</span></strong>，AI算力市场还<span style="color: black;">处在</span>发展初期，<span style="color: black;">将来</span>充满变数”</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">的确</strong>，AI算力市场风云变幻，谁<span style="color: black;">亦</span>不敢轻易断言<span style="color: black;">将来</span>，<strong style="color: blue;"><span style="color: black;">但有一点<span style="color: black;">能够</span>肯定</span></strong>，<strong style="color: blue;"><span style="color: black;">那<span style="color: black;">便是</span>这场竞争将会<span style="color: black;">反常</span>激烈</span></strong>，充满了挑战和机遇</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">面对挑战</strong>，六家<span style="color: black;">机构</span>都在积极布局，<span style="color: black;">持续</span><span style="color: black;">提高</span><span style="color: black;">自己</span>的竞争力，<strong style="color: blue;"><span style="color: black;">浪潮信息凭借其在服务器<span style="color: black;">行业</span>的深厚<span style="color: black;">累积</span></span></strong>，<strong style="color: blue;"><span style="color: black;"><span style="color: black;">持续</span>推出性能更强、功耗更低的AI服务器</span></strong>，巩固其在市场上的领先地位</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">龙芯中科则<span style="color: black;">保持</span>自主<span style="color: black;">开发</span></strong>，<span style="color: black;">持续</span>突破技术瓶颈，<strong style="color: blue;"><span style="color: black;">其最新一代的CPU在性能上<span style="color: black;">已然</span><span style="color: black;">能够</span>与国际先进水平相媲美</span></strong>，网友“支持国货”就兴奋地说：“看到国产CPU越来越强大我感到无比自豪！”</p>
    <div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p26-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/2e80907b16b74dfbb2682c1f6a6fa465~noop.image?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1727404260&amp;x-signature=m8w2z8JfRd2ytlLDiQnEAT3gpuU%3D" style="width: 50%; margin-bottom: 20px;">
      <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">照片</span><span style="color: black;">源自</span>于网络</p>
    </div>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">中科曙光则将目光瞄准了更广阔的云计算市场，其推出的AI云服务平台，为企业和<span style="color: black;">研发</span>者<span style="color: black;">供给</span>了强大的算力支持</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">紫光股份则依托其在芯片<span style="color: black;">行业</span>的<span style="color: black;">优良</span>，积极布局AI芯片<span style="color: black;">行业</span>，其自主<span style="color: black;">开发</span>的AI芯片<span style="color: black;">已然</span>在<span style="color: black;">有些</span><span style="color: black;">行业</span>得到了应用</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">寒武纪<span style="color: black;">做为</span>一家专注于AI芯片<span style="color: black;">开发</span>的<span style="color: black;">机构</span>，其<span style="color: black;">制品</span>在性能和功耗方面都表现出色，<span style="color: black;">已然</span>与多家知名企业达<span style="color: black;">成为了</span>合作</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">科大讯飞则继续深耕语音识别和自然语言处理<span style="color: black;">行业</span>，并将其技术应用于<span style="color: black;">更加多</span>的场景，例如智能家居、智慧医疗等</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">网友“科技<span style="color: black;">兴趣</span>者”<span style="color: black;">暗示</span>：“看到这么多<span style="color: black;">机构</span>都在AI<span style="color: black;">行业</span>发力我对中国科技的<span style="color: black;">将来</span>充满<span style="color: black;">自信心</span>！”</p>
    <div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/b09d6d59b1ec402997378a959710e669~noop.image?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1727404260&amp;x-signature=hu9MnMmDApuOqdu4%2BLFHReoY%2FCI%3D" style="width: 50%; margin-bottom: 20px;">
      <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">照片</span><span style="color: black;">源自</span>于网络</p>
    </div>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">除了技术<span style="color: black;">开发</span>，<strong style="color: blue;"><span style="color: black;"><span style="color: black;">市场拓展和生态建设<span style="color: black;">一样</span>重要</span></span></strong>，在这方面，<strong style="color: blue;"><span style="color: black;"><span style="color: black;">六家<span style="color: black;">机构</span><span style="color: black;">亦</span>都在积极行动</span></span></strong>，<span style="color: black;">她们</span>与高校、<span style="color: black;">研究</span><span style="color: black;">公司</span>、企业用户等展开合作，<span style="color: black;">一起</span>推动AI技术的应用和落地</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">浪潮信息与清华大学合作成立了人工智能<span style="color: black;">科研</span>院</strong>，<strong style="color: blue;"><span style="color: black;"><span style="color: black;"><span style="color: black;">一起</span>开展AI<span style="color: black;">基本</span>技术<span style="color: black;">科研</span>和人才培养</span></span></strong>，龙芯中科则与中国科学院软件<span style="color: black;">科研</span>所合作，<span style="color: black;">一起</span>打造基于国产CPU的AI生态系统</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">中科曙光与中国移动、中国电信等运营商合作</strong>，<span style="color: black;">一起</span>建设AI云计算平台，<strong style="color: blue;"><span style="color: black;"><span style="color: black;">紫光股份与阿里巴巴、腾讯等互联网巨头合作</span></span></strong>，<span style="color: black;">一起</span>探索AI芯片的应用场景</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">寒武纪与华为、旷视科技等企业合作，<strong style="color: blue;"><span style="color: black;"><span style="color: black;"><span style="color: black;">一起</span>打造AIT生态系统</span></span></strong>，<strong style="color: blue;"><span style="color: black;">科大讯飞则与教育部、卫健委等政府<span style="color: black;">分部</span>合作</span></strong>，<span style="color: black;">一起</span>推动AI技术在教育、医疗等<span style="color: black;">行业</span>的应用</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">网友“产业观察员”指出：“AI算力的竞争</strong>，<strong style="color: blue;"><span style="color: black;"><span style="color: black;"><span style="color: black;">最后</span>还是要落到应用和生态上</span></span></strong>，谁能构建起更完善的生态系统，谁就能赢得<span style="color: black;">将来</span>”</p>
    <div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/a990485491ca43c7bc00b5ca0a71aad0~noop.image?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1727404260&amp;x-signature=f2%2F2LJ%2F0ALy0Z3boUvDDWTHR4AA%3D" style="width: 50%; margin-bottom: 20px;">
      <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">照片</span><span style="color: black;">源自</span>于网络</p>
    </div>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">的确</strong>，<strong style="color: blue;"><span style="color: black;">AI算力的发展离不开<span style="color: black;">全部</span>产业链的<span style="color: black;">一起</span><span style="color: black;">奋斗</span></span></strong>，<strong style="color: blue;"><span style="color: black;"><span style="color: black;">仅有</span>各个环节协同发展</span></strong>，<span style="color: black;">才可</span>推动AI技术更快更好地落地应用，造福人类社会</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">这场AI算力的比拼，谁将是<span style="color: black;">最后</span>的赢家？让<span style="color: black;">咱们</span>拭目以待！欢迎<span style="color: black;">大众</span>在评论区留下你的观点<span style="color: black;">一块</span>探讨AI的<span style="color: black;">将来</span>！</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">本文倡导正能量，无不良引导，如有侵权请联系删除。</span></span></strong></p>

b1gc8v 发表于 2024-9-29 05:07:33

回顾历史，我们不难发现：无数先辈用鲜血和生命铺就了中华民族复兴的康庄大道。

nqkk58 发表于 2024-10-20 10:35:32

认真阅读了楼主的帖子，非常有益。

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